Bio
As a third-generation investment advisor, Will helps individuals, families, and businesses simplify the complexities of financial decisions. In addition, he works with the retirement plan consulting team to help retirement plan sponsors optimize their retirement plans with fiduciary guidance on investment selection and monitoring, plan design, and employee education and engagement.
Bio
Ed focuses on providing Wealth Enhancement clients with complete financial planning advice. With more than 25 years of experience in the financial services industry, he is very knowledgeable about all aspects of financial planning. His service approach includes analyzing a client’s overall financial picture including assets, liabilities, cash flow needs, and insurance coverage.
Bio
Mercer Treadwell is a Chartered Financial Analyst® with 25 years of experience serving individual investors, endowments, foundations, and retirement plan sponsors as both a portfolio manager and relationship manager. Throughout his career, Mercer has held key roles at FinTrust Capital Advisors, SunTrust Bank, and Creative Financial Group, where he built a reputation for delivering strategic financial solutions tailored to meet each client’s unique needs.
Bio
With over two decades of experience in the financial services industry, Teresa Sylvester brings a wealth of qualified retirement plan knowledge and experience to her role at Wealth Enhancement. Previously, she held executive positions at SunTrust Bank and Transamerica Retirement Services, where she honed her skills in retirement plan consulting and client services.
Bio
Steve Popper brings over 40 years of experience in the financial services industry, including previous roles with Paine Webber and Merrill Lynch. In his role as a financial advisor with Wealth Enhancement, Steve provides investment advisory services to fiduciaries of corporate retirement plans, affluent families and individuals.
Bio
In his current position as a financial advisor with Wealth Enhancement, Jag specializes in creative applications of insurance to help solve the unique needs of the affluent and ultra-affluent marketplace. Employing a consultative, objective approach and representing the client — rather than a particular insurance company — makes Jag’s specialty a value-added benefit.
Bio
Mike has been a certified public accountant in South Carolina for over thirty years. Formerly a partner with the accounting firm Bradshaw, Gordon & Clinkscales, he moved to the financial industry in 2000. Prior to joining Wealth Enhancement, Mike worked for FinTrust and Raymond James. His accounting background leverages his strong analytical perspective as he focuses on market equity research and portfolio management.
Bio
Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience of more than 30 years, she draws on this knowledge to develop comprehensive plans that are designed to deliver financial education. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.
Bio
Spencer is a financial advisor at Wealth Enhancement, where he crafts tailored solutions for high-net-worth individuals and families, addressing their complex planning and wealth management needs. He is committed to creating holistic financial blueprints that reflect each client’s unique values and goals.
Bio
Philip has more than 30 years of experience in the financial services industry. He was a founding member of FinTrust Capital Advisors and previously worked as a consulting group director and senior vice president for a global wealth management firm where his duties included developing investment policy guidelines, providing money manager research, and conducting performance reviews.
